Contract details

The contract detail page shows the contract's data, its PDF document, its change history and the contract's conversation. From here you can generate a PDF, email the contract to the customer, activate a signed contract and terminate an active one.

What you see

• In the header: the contract number, status, title and customer, plus who else is viewing the contract right now.
• In the details: the customer, the related opportunity and quote (if any), value, currency, note, validity start and end, renewal frequency, reminder days, and the signing date and signer. A past end date is shown in red.
• In the PDF Document section: the generated PDF.
• The contract's change history and its conversation.

What you can do

• Generate PDF – create a PDF from the document template (hidden for terminated contracts).
• Send document – email the contract with the PDF attached. The recipient defaults to the customer's email address; you can edit the subject and message, and use Send to myself to send yourself a test first. Only Draft contracts can be sent to the customer.
• Activate – for signed contracts.
• Terminate – for active contracts; a reason is required.

Generating and sending require a contract-type document template; without one, the page shows a warning.